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The Duckhorn Portfolio, Inc. (8B3.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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7.85+0.10 (+1.29%)
At close: 08:01AM CEST
Insider roster
Insider transactions

Major holders

Currency in EUR
Breakdown
3.52%% of shares held by all insiders
99.74%% of shares held by institutions
103.37%% of float held by institutions
213Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
TSG Consumer Partners LP61,795,01631 Dec 202353.54%485,090,869
Select Equity Group, Inc.8,406,49131 Dec 20237.28%65,990,953
Vanguard Group Inc5,084,13831 Dec 20234.41%39,910,482
Massachusetts Financial Services Co.3,751,05931 Dec 20233.25%29,445,812
Dimensional Fund Advisors LP3,577,70231 Dec 20233.10%28,084,960
Blackrock Inc.3,545,13431 Dec 20233.07%27,829,301
Westwood Holdings Group Inc.3,368,87131 Dec 20232.92%26,445,637
FIL LTD2,277,39731 Dec 20231.97%17,877,566
Morgan Stanley2,141,81731 Dec 20231.86%16,813,263
Royal Bank of Canada1,642,32631 Dec 20231.42%12,892,258

Top mutual fund holders

HolderSharesDate reported% outValue
MFS New Discovery Fund2,464,65029 Feb 20242.14%19,347,502
Vanguard Total Stock Market Index Fund1,427,05431 Dec 20231.24%11,202,373
Ultimus Managers Tr-Westwood Quality SmallCap Fd1,361,64231 Jan 20241.18%10,688,889
Vanguard Small-Cap Index Fund1,321,60831 Dec 20231.15%10,374,622
iShares Russell 2000 ETF1,280,11031 Mar 20241.11%10,048,863
Vanguard Small Cap Value Index Fund914,21131 Dec 20230.79%7,176,556
MFS Variable Insurance Trust-MFS New Discovery Series724,34431 Dec 20230.63%5,686,100
DFA U.S. Targeted Value Portfolio631,99331 Jan 20240.55%4,961,144
Vanguard Extended Market Index Fund618,05631 Dec 20230.54%4,851,739
Dimensional ETF Tr-Dimensional U.S. Targeted Value ETF537,39031 Jan 20240.47%4,218,511